See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $77,160 |
CAPFINANCIAL PARTNERS LLC4 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $40,387 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,380 | $91,517-23.1% | $101,248-30.5% | $73,409-4.1% |
| Participation rate | 88.6% | 73.8%+14.8pp | 75.8%+12.7pp | 72.2%+16.4pp |
| Annual return | 16.15% | 17.17%-1.0pp | 46.47%-30.3pp | 59.29%-43.1pp |
| Employer contribution / active EE | $358 | $2,877-87.6% | $3,660-90.2% | $2,234-84.0% |
| Participant deferral / active EE | $3,687 | $3,338+10.4% | $4,370-15.6% | $3,805-3.1% |
| Admin fee / account holder | $152 | $216-29.6% | $5,945-97.4% | $158-3.8% |